How Our Planning Process Works
Introduction Phone Call
We begin with an initial discussion of your values, goals, and expectations of our services.
As we develop your profile, we will answer any questions you may have about our firm and whether we can add value to your situation.
Creating Your Financial Care Plan
Now it's time to bring your financial plan to life!
To make this happen, we will need to organize your financial information in order to provide meaningful and effective results. To ensure we get the details right, we will need your cooperation in gathering all the relevant financial information related to your goals.
Providing Results and Recommendations
At this point, we will present your plan results and offer recommendations for moving forward.
We will stress-test your plan to see if it is strong enough to handle even the worst case scenarios. And we will work together to increase your confidence levels by making sure your finances are working in harmony.
Once we decide there is a mutual fit, we will ask you to sign a few documents, including:
- Advisory Service Contract
- Investment Policy Statement
- Paperwork to Establish Accounts and Transfer Assets
During this meeting, we will update you on asset transfers as well as the implementation of your financial care plan. We will also explain any brokerage statements and address any additional questions you may have.
Over time, we’ll schedule subsequent meetings as needed, and at least annually, to discuss any changes in your circumstances, present recommended actions and monitor your progress.